Dynamics CRM 常用 C# 方法集合

Plugin(C#)

分派

AssignRequest assign = new AssignRequest();

assign.Assignee = prEntity["ownerid"] as EntityReference;

assign.Target = new EntityReference("new_budgetused", new_budgetusedId);

_service.Execute(assign);

共享

#region 插件中CRM共享共用方法

/// <summary>

/// 共享

/// </summary>

/// <param name="initentityName">要求共享的实体名称</param>

/// <param name="userId">要求共享的实体GUID</param>

/// <param name="entityName">指定共享的实体名称</param>

/// <param name="entityId">指定共享的实体GUID</param>

/// <param name="service">CRM组织服务</param>

private void ShareEntity(string initentityName, Guid userId, string entityName, Guid entityId, IOrganizationService service)

{

GrantAccessRequest grant = new GrantAccessRequest();

grant.PrincipalAccess = new PrincipalAccess

{

//读、写、附加等权限共享

AccessMask = AccessRights.ReadAccess | AccessRights.WriteAccess | AccessRights.AppendAccess,

Principal = new EntityReference(initentityName, userId)//共享给某个用户

};

grant.Target = new EntityReference(entityName, entityId);//要共享的对象

service.Execute(grant);

}

#endregion

取消共享

public void RevokeShareRecords(string LogicName,string targetEntityName,string usedAttrName, IOrganizationService service, Guid targetEntityId,string[] attrs,object[] values,string[] columnSet)

{

QueryByAttribute query = new QueryByAttribute(LogicName);

query.Attributes.AddRange(attrs);

query.Values.AddRange(values);

query.ColumnSet = new ColumnSet(columnSet);

EntityCollection userCollection = service.RetrieveMultiple(query);

foreach (Entity entity in userCollection.Entities)

{

//Guid AttrId = (Guid)entity.Attributes[SegmentInfo.SystemUserId];

Guid UserId = (Guid)entity.Attributes[usedAttrName];

EntityReference er = new EntityReference("systemuser", UserId);

RevokeAccessRequest revokeAccessRequest = new RevokeAccessRequest {

Revokee = new EntityReference("systemuser", UserId),

Target = new EntityReference(targetEntityName, targetEntityId)

};

service.Execute(revokeAccessRequest);

}

}

查询

string fetchxml = @"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>

<entity name='" + objecttype + @"'>

<attribute name='new_name' />

<filter type='and'>

<condition attribute='statecode' operator='eq' value='0' />

<condition attribute='new_name' operator='eq' value='" + name + @"' />

</filter>

</entity>

</fetch>";

EntityCollection entityCollection = service.RetrieveMultiple(new FetchExpression(fetchxml));

获取最顶级的上下文，用于获取当前操作用户

public IPluginExecutionContext GetTopContext(IPluginExecutionContext currentContext)

{

IPluginExecutionContext topContext = currentContext;

for (int i = 0; i <= currentContext.Depth; i++)

{

if (topContext.ParentContext != null)

{

topContext = topContext.ParentContext;

}

}

return topContext;

}

获取sharepoint上的文档

public static DataCollection<Entity> RetrieveSharepointNotes(IOrganizationService service)

{

QueryExpression query = new QueryExpression("annotation")

{

//ColumnSet = new ColumnSet(true),

Criteria =

{

Filters =

{

new FilterExpression(LogicalOperator.Or)

{

Conditions =

{

new ConditionExpression("subject",ConditionOperator.Equal, "Attachment Error"),

},

Filters =

{

new FilterExpression(LogicalOperator.And)

{

Conditions =

{

new ConditionExpression("subject", ConditionOperator.Equal, "File Attachment"),

new ConditionExpression("notetext", ConditionOperator.Like, "http://spark.partners.extranet.microsoft.com%"),

}

}

}

}

}

}

};

EntityCollection ec = service.RetrieveMultiple(query);

return ec.Entities;

}

Query 转化为FetchXML/  FetchXML转化为Query

public static string ConvertQueryToFetchXml(QueryExpression query, IOrganizationService crmService)

{

QueryExpressionToFetchXmlRequest request = new QueryExpressionToFetchXmlRequest();

request.Query = query;

QueryExpressionToFetchXmlResponse response

= (QueryExpressionToFetchXmlResponse)crmService.Execute(request);

return response.FetchXml;

}

public static QueryExpression ConvertFetchXmlToQuery(string fetchXml, IOrganizationService crmService)

{

FetchXmlToQueryExpressionRequest fetchXmlRequest = new FetchXmlToQueryExpressionRequest();

fetchXmlRequest.FetchXml = fetchXml;

FetchXmlToQueryExpressionResponse fetchXmlResponse

= (FetchXmlToQueryExpressionResponse)crmService.Execute(fetchXmlRequest);

return fetchXmlResponse.Query;

}

获取optionset字段的显示名

//string name  = GetPickListText("opportunity", "new_opportunitystate", 0, service);

public static string GetPickListText(string entityName, string attributeName, int optionSetValue, IOrganizationService service)

{

string AttributeName = attributeName;

string EntityLogicalName = entityName;

RetrieveEntityRequest retrieveDetails = new RetrieveEntityRequest();

retrieveDetails.EntityFilters = EntityFilters.All;

retrieveDetails.LogicalName = EntityLogicalName;

RetrieveEntityResponse retrieveEntityResponseObj = (RetrieveEntityResponse)service.Execute(retrieveDetails);

EntityMetadata metadata = retrieveEntityResponseObj.EntityMetadata;

PicklistAttributeMetadata picklistMetadata = metadata.Attributes.FirstOrDefault(attribute => String.Equals(attribute.LogicalName, attributeName, StringComparison.OrdinalIgnoreCase)) as PicklistAttributeMetadata;

OptionSetMetadata options = picklistMetadata.OptionSet;

IList<OptionMetadata> picklistOption = (from o in options.Options where o.Value.Value == optionSetValue select o).ToList();

string picklistLabel = (picklistOption.First()).Label.UserLocalizedLabel.Label;

return picklistLabel;

}

改变记录的状态

public static void ChangeRecordState(IOrganizationService service, EntityReference entityMoniker, OptionSetValue state, OptionSetValue status)

{

SetStateRequest req = new SetStateRequest

{

EntityMoniker = entityMoniker,

State = state,

Status = status

};

service.Execute(req);

}

从template创建邮件

public static void CreateEmailFromTemplate(IOrganizationService service, EntityCollection sendFromCol, EntityCollection sendToCol, string emailSubject, string previewTriggerVaule, EntityReference regard, Guid contactId, Entity template, string btnOrder)

{

if (template != null)

{

// Use the InstantiateTemplate message to create an e-mail message using a template.

InstantiateTemplateRequest instTemplateReq = new InstantiateTemplateRequest

{

TemplateId = template.Id,

ObjectId = contactId,

ObjectType = "contact"

};

InstantiateTemplateResponse instTemplateResp = (InstantiateTemplateResponse)service.Execute(instTemplateReq);

Entity email = instTemplateResp.EntityCollection.Entities[0];

email.Attributes["new_campaigninvatationid"] = previewTriggerVaule;

email.Attributes["subject"] = emailSubject;

email.Attributes.Add("from", sendFromCol);

service.Create(email);

}

}

查询N:N记录

public static EntityCollection RetrieveNNRecords(IOrganizationService service, Guid ToEntityId, string FromEntity, string ToEntity, string RelationShip)

{

QueryExpression qe = new QueryExpression()

{

EntityName = FromEntity,

ColumnSet = new ColumnSet(true),

Criteria =

{

FilterOperator = LogicalOperator.And,

Conditions =

{

new ConditionExpression("statecode",ConditionOperator.Equal,0)

}

},

LinkEntities =

{

new LinkEntity()

{

LinkFromEntityName = FromEntity,

LinkToEntityName = RelationShip,

LinkFromAttributeName = FromEntity+"id",

LinkToAttributeName = FromEntity+"id",

EntityAlias = RelationShip,

Columns = new ColumnSet(),

JoinOperator = JoinOperator.Inner,

LinkEntities =

{

new LinkEntity()

{

LinkFromEntityName = FromEntity,

LinkToEntityName = ToEntity,

LinkFromAttributeName = ToEntity+"id",

LinkToAttributeName = ToEntity+"id",

EntityAlias =ToEntity,

Columns = new ColumnSet(),

JoinOperator = JoinOperator.Inner,

LinkCriteria = new FilterExpression

{

Conditions =

{

new ConditionExpression

{

AttributeName = ToEntity+"id",

Operator = ConditionOperator.Equal,

Values = {

ToEntityId

}

}

}

}

}

}

}

}

};

return service.RetrieveMultiple(qe);

}

}

用户是否有指定的security role

public static bool UserHaveSpeficySecurityRole(IOrganizationService service, string roleName, Guid userID)

{

bool result = false;

QueryExpression query = new QueryExpression()

{

EntityName = "role",

ColumnSet = new ColumnSet(),

Criteria = new FilterExpression { FilterOperator = LogicalOperator.And, Conditions = { newConditionExpression { AttributeName = "name", Operator = ConditionOperator.Equal, Values = { roleName } } } },

LinkEntities =

{

new LinkEntity

{

LinkFromEntityName = "role",

LinkFromAttributeName = "roleid",

LinkToEntityName = "systemuserroles",

LinkToAttributeName = "roleid",

LinkCriteria = new FilterExpression

{

FilterOperator = LogicalOperator.And,

Conditions =

{

new ConditionExpression

{

AttributeName = "systemuserid",

Operator = ConditionOperator.Equal,

Values = { userID}

}

}

}

}

}

};

EntityCollection resultColl = service.RetrieveMultiple(query);

result = resultColl.Entities.Count > 0 ? true : false;

return result;

}

查询一条记录分派给哪些用户

public static List<EntityReference> RetrieveSharedPrincipalsAndAccess(IOrganizationService service, EntityReference entityRef)

{

try

{

var accessRequest = new RetrieveSharedPrincipalsAndAccessRequest

{

Target = entityRef

};

RetrieveSharedPrincipalsAndAccessResponse accessResponse = (RetrieveSharedPrincipalsAndAccessResponse)service.Execute(accessRequest);

List<EntityReference> accessList = null;

if (accessResponse != null && accessResponse.PrincipalAccesses.Length > 0)

{

accessList = new List<EntityReference>();

for (int i = 0; i < accessResponse.PrincipalAccesses.Length; i++)

{

EntityReference accessOwner = accessResponse.PrincipalAccesses[i].Principal;

accessList.Add(accessOwner);

}

}

return accessList;

}

catch (Exception e)

{

throw new Exception("Customized Plugin RetrieveSharedPrincipalsAndAccess Error: " + e.Message);

}

}

拿到拥有指定security role的所有用户

public static ArrayList getUsersinRole(string Role_Name, IOrganizationService service)

{

ArrayList usersinrole = new ArrayList();

StringBuilder fetch2 = new StringBuilder();

fetch2.Append("<fetch mapping='logical' count='50' version='1.0'> ");

fetch2.Append(" <entity name='systemuser'>");

fetch2.Append(" <attribute name='fullname'/> ");

fetch2.Append("     <link-entity name='systemuserroles' to='systemuserid' from='systemuserid'> ");

fetch2.Append("         <link-entity name='role' to='roleid' from='roleid'> ");

fetch2.Append("                <filter> ");

fetch2.Append("                     <condition attribute='name' operator='eq' value='" + Role_Name + "'/> ");

fetch2.Append("                 </filter> ");

fetch2.Append("         </link-entity> ");

fetch2.Append("     </link-entity>");

fetch2.Append(" </entity> ");

fetch2.Append("</fetch>");

EntityCollection result = service.RetrieveMultiple(new FetchExpression(fetch2.ToString()));

foreach (var c in result.Entities)

{

usersinrole.Add(c.Attributes["fullname"].ToString());

}

return usersinrole;

}

判断用户是否是某团队的一员

public bool IsMemberInTeam(IOrganizationService service, Guid teamId, Guid memberId)

{

OrganizationServiceContext context = new OrganizationServiceContext(service);

var query = from relationship in context.CreateQuery("teammembership")

where relationship.GetAttributeValue<Guid>("teamid") == teamId

&& relationship.GetAttributeValue<Guid>("systemuserid") == memberId

select relationship;

return query.FirstOrDefault() != null;

}

添加用户到一个团队

OrganizationRequest request = new AddMembersTeamRequest { MemberIds = new Guid[] { user.Id }, TeamId = team.Id };

var response = service.Execute(request) as AddMembersTeamResponse;

C# 分页查询记录

public static void DoTest(IOrganizationService service)

{

//  Query using the paging cookie.

// Define the paging attributes.

// The number of records per page to retrieve.

int fetchCount = 20;

// Initialize the page number.

int pageNumber = 1;

// Define the order expression to retrieve the records.

OrderExpression order = new OrderExpression();

order.AttributeName = "name";

order.OrderType = OrderType.Ascending;

// Create the query expression and add condition.

QueryExpression pagequery = new QueryExpression();

pagequery.EntityName = "opportunity";

// pagequery.Criteria.AddCondition(pagecondition);

pagequery.Orders.Add(order);

pagequery.ColumnSet.AddColumns();

// Assign the pageinfo properties to the query expression.

pagequery.PageInfo = new PagingInfo();

pagequery.PageInfo.Count = fetchCount;

pagequery.PageInfo.PageNumber = pageNumber;

// The current paging cookie. When retrieving the first page,

// pagingCookie should be null.

pagequery.PageInfo.PagingCookie = null;

while (true)

{

// Retrieve the page.

EntityCollection results = service.RetrieveMultiple(pagequery);

if (results.Entities != null)

{

for (int i = 0; i < results.Entities.Count;i++ )

{

Console.WriteLine(" {0} {1}", results.Entities[i].Id, i + 1);

}

}

// Check for more records, if it returns true.

if (results.MoreRecords)

{

// Increment the page number to retrieve the next page.

pagequery.PageInfo.PageNumber++;

// Set the paging cookie to the paging cookie returned from current results.

pagequery.PageInfo.PagingCookie = results.PagingCookie;

}

else

{

// If no more records are in the result nodes, exit the loop.

break;

}

}

}

更新用户所在的业务部门

SetBusinessSystemUserRequest req = new SetBusinessSystemUserRequest();

req.BusinessId = Guid.Parse("52A18602-09B8-E511-80C2-807DB137DB06"); BU的GUID

req.UserId = Guid.Parse("7F038A46-5BB4-E511-80C6-DD48FB4179EC"); User的GUID

req.ReassignPrincipal = new EntityReference("systemuser", Guid.Parse("7F038A46-5BB4-E511-80C6-DD48FB4179EC")); User的GUID

service.Execute(req);